Team Leader, Client Service
Vor 4 Tagen
Position Summary Brisbane, Queensland, Australia or Sydney, New South Wales, Australia The purpose of the Team Lead, Client Services is to oversee the day-to-day running of the client services team. You will manage a team of Client Service Managers (CSM), Client Services Officers (CSOs) and Client Service Associates (CSAs), ensuring high standards of service delivery and operational efficiency. Working closely with the leadership and advice teams, you will be responsible for process improvement, workflow management, team leadership, compliance support, and the implementation of strategic initiatives across the firm. This role is located in Sydney, Australia or Brisbane, Australia. Primary Responsibilities Lead, mentor and manage the Client Services team to deliver timely, accurate and professional support to advisers and clients. Provide training, direction and feedback to support staff. Oversee workflow management, task allocation and resourcing to ensure efficient delivery of services across the business. Continuously review, refine, and document operational processes to improve productivity and client experience. Ensure all operational activity complies with AFSL, ASIC and internal regulatory requirements, manage documentation and ensure accurate management reporting. Coordinate client meeting bookings for the Financial Adviser(s) and manage all meeting requirements. Identify and advise the client of any information / documentation required to have available for the meeting. Proactively support Financial Adviser(s) with any requested ad hoc tasks. Liaise with external parties to collect client information, store and inform of any changes to the clients' financial strategy. Complete and follow up all administration activities associated with the implementation of agreed financial planning strategies for the client. Liaise with clients to keep them informed of the status of the strategy recommendations implementation. Complete required documentation to support the review process including but not limited to: Fact Find Current Financial Plan Financial Planning software reports Other documents as they may apply to specific processes. Attend relevant courses and actively take part in training or other activities to stay current with financial planning administration, client service and implementation practices. Qualifications Minimum 3+ years experience as a Team Leader in a similar role. Experience within the Financial Services industry is a requirement. Bachelor's degree in business, commerce, finance or a related field (preferred but not mandatory). Exceptional organisational and time-management skills. Ability to coach and develop teams. Strong ability to coordinate workflow and deliver against deadlines. Excellent interpersonal and written communication skills. Proficient in financial planning software (e.g., Xplan, Midwinter), CRM systems, and Microsoft Office Suite. Skilled in process improvement and implementing standard operating procedures. Company Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit. #J-18808-Ljbffr
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Arborist Team Leader – City of Melbourne Trees
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City of Melbourne, Österreich Arborist Team Leader VollzeitArborist Team Leader City of Melbourne Trees Work on the most iconic trees in Australia – World Heritage listed trees within the City of Melbourne. Be part of a team that can leave a long‑lasting positive impact on Melbourne’s streetscape and environment. Work‑life balance – 7 am to 3.30 pm. Commencement rate $40.49 per hour (depending on...
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Heritage Arborist Team Leader – Melbourne
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City of Melbourne, Österreich Arborist Team Leader VollzeitA leading environmental services company in Melbourne seeks an Arborist Team Leader to oversee tree maintenance for heritage-listed sites like Carlton Gardens and Fitzroy Gardens. The successful candidate will mentor and train staff, ensuring safety and performance while leading a dedicated team. With a strong emphasis on career development, this permanent...
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Team Leader, Client Service
vor 7 Stunden
City of Brisbane, Österreich Focus Financial Partners VollzeitPosition Summary Brisbane, Queensland, Australia or Sydney, New South Wales, Australia The purpose of the Team Lead, Client Services is to oversee the day-to-day running of the client services team. You will manage a team of Client Service Managers (CSM), Client Services Officers (CSOs) and Client Service Associates (CSAs), ensuring high standards of service...
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Client Services Team Leader
vor 4 Wochen
City of Brisbane, Österreich APM VollzeitClient Services Team Are you a Team Leader with a passion for delivering exceptional Customer experiences? Assure is seeking a dynamic Client Services Team Leader ensuring efficient service to our clients and customers via different contact channels and correspondence. You will actively coach and develop your team to support and educate our clients and...
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Client Services Team Leader
vor 3 Wochen
City of Brisbane, Österreich Advanced Personnel Management VollzeitAre you a Team Leader with a passion for delivering exceptional Customer experiences? Assure is seeking a dynamic Client Services Team Leader ensuring efficient service to our clients and customers via different contact channels and correspondence. You will actively coach and develop your team to support and educate our clients and customers across various...
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Client Services Team Leader
vor 3 Wochen
City of Brisbane, Österreich Assure Programs VollzeitAre you a Team Leader with a passion for delivering exceptional Customer experiences? Assure is seeking a dynamic Client Services Team Leader ensuring efficient service to our clients and customers via different contact channels and correspondence. You will actively coach and develop your team to support and educate our clients and customers across various...
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Team Leader, Client Service
vor 2 Wochen
Council of the City of Sydney, Österreich Focus Partners Australia VollzeitJoin to apply for the Team Leader, Client Service role at Focus Partners Australia The purpose of the Team Lead, Client Services is to oversee the day‑to‑day running of the client services team. You will manage a team of Client Service Managers (CSM), Client Services Officers (CSOs) and Client Service Associates (CSAs), ensuring high standards of service...
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Client Services Team Leader
vor 3 Wochen
City of Melbourne, Österreich at VollzeitWe are excited to announce the creation of a new Client Services Team Leader position within our growing business. This is an outstanding opportunity for a passionate, motivated professional to lead a high-performing team and contribute to the next stage of our firm’s success. Based in our St Kilda Road office, you will play a pivotal role in supporting a...
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Client Services Team Lead – Financial Planning
Vor 4 Tagen
City of Brisbane, Österreich Focus Financial Partners VollzeitA leading financial services firm is seeking a Team Lead for Client Services in Brisbane or Sydney. This role involves leading a team to ensure high standards of service delivery, managing operational efficiency, and implementing strategic initiatives. Candidates should have at least 3 years of experience as a Team Leader in financial services, exceptional...
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Client Services Team Leader
Vor 2 Tagen
Blue Mountains City Council, Österreich Dovida VollzeitClient Services Team Leader About this opportunity We're looking for a proactive Client Services Team Leader to guide our coordination team and ensure clients receive timely, high-quality support. In this role, you'll oversee scheduling, support and develop your team, maintain accurate client and Caregiver records, and help manage after-hours rosters and...
